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Client Relations Associate Jobs in Rosemont, IL (NOW HIRING)

Associate, Client Experience

Chicago, IL · Hybrid

$41K - $51K/yr

Public Relations TBD $53,000-$58,000 Omnicom's policy requires employees to work in the office for a minimum of three days a week, unless additional in-office days are directed by their agency or ...

Associate, Client Experience

Chicago, IL · On-site

$41K - $51K/yr

Public Relations TBD $53,000-$58,000 Omnicom's policy requires employees to work in the office for a minimum of three days a week, unless additional in-office days are directed by their agency or ...

Associate, Client Experience

Chicago, IL · On-site

$41K - $51K/yr

Public Relations TBD $53,000-$58,000 Omnicom's policy requires employees to work in the office for a minimum of three days a week, unless additional in-office days are directed by their agency or ...

The Client Relationship Associate is the operational engine of the Retirement Plan Consulting (RPC) practice. The CRA coordinates the delivery of services for clients and assists our consultants in ...

The Client Relationship Associate is the operational engine of the Retirement Plan Consulting (RPC) practice. The CRA coordinates the delivery of services for clients and assists our consultants in ...

The Client Relationship Associate is the operational engine of the Retirement Plan Consulting (RPC) practice. The CRA coordinates the delivery of services for clients and assists our consultants in ...

Showing results 21-40

Client Relations Associate information

See Rosemont, IL salary details

$25.2K

$47.4K

$67.5K

How much do client relations associate jobs pay per year?

As of Sep 9, 2026, the average yearly pay for client relations associate in Rosemont, IL is $47,449.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,300.00 and $50,400.00 per year, depending on experience, location, and employer.

What is a client relations associate?

Client Relations Associates are professionals who act as the main point of contact between a company and its clients. They are responsible for managing client accounts, addressing client inquiries or concerns, and ensuring customer satisfaction. Their role often involves building strong relationships, understanding clients' needs, and coordinating with internal teams to deliver solutions. By maintaining open communication and providing excellent service, Client Relations Associates help foster long-term client loyalty and support business growth.

What are the key skills and qualifications needed to thrive as a client relations associate?

To thrive as a Client Relations Associate, you need strong communication skills, attention to detail, and a background in business, sales, or customer service, often supported by a relevant bachelor's degree. Familiarity with CRM software like Salesforce, proficiency in Microsoft Office, and sometimes experience with help desk or ticketing systems are typically required. Outstanding interpersonal skills, problem-solving ability, and a customer-focused mindset help build lasting client relationships and resolve issues efficiently. These skills and qualities are crucial for maintaining client satisfaction, ensuring repeat business, and supporting the company's reputation.

How does a client relations associate typically collaborate with other departments to resolve client issues?

As a Client Relations Associate, you’ll frequently work cross-functionally with teams such as sales, customer support, and operations to address client needs. When a client issue arises, you may need to coordinate with technical specialists or account managers to gather information and propose solutions. Strong communication skills are essential, as you’ll often serve as the client’s advocate internally, ensuring their concerns are understood and prioritized. This collaborative approach not only helps resolve issues efficiently but also strengthens long-term client satisfaction.

What is the difference between Client Relations Associate vs Customer Service Representative?

AspectClient Relations AssociateCustomer Service Representative
Required CredentialsHigh school diploma or equivalent; some roles prefer bachelor's degreeHigh school diploma or equivalent; some roles may prefer associate's or bachelor's
Work EnvironmentOffice settings, client meetings, account managementCall centers, retail, online support
Employer & Industry UsageFinancial services, consulting, B2B companiesRetail, telecommunications, hospitality
Common Search & ComparisonClient Relations Associate vs Customer Service Representative

The main difference is that Client Relations Associates focus on building long-term relationships with clients, managing accounts, and providing tailored solutions, often in professional or financial industries. Customer Service Representatives typically handle day-to-day inquiries, troubleshooting, and support, mainly in retail or service sectors. While both roles require strong communication skills, Client Relations Associates usually work in more specialized, client-focused environments with a focus on relationship management.

What job categories do people searching Client Relations Associate jobs in Rosemont, IL look for?

The top searched job categories for Client Relations Associate jobs in Rosemont, IL are:

What cities near Rosemont, IL are hiring for Client Relations Associate jobs?

Cities near Rosemont, IL with the most Client Relations Associate job openings:

Infographic showing various Client Relations Associate job openings in Rosemont, IL as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 15% Part Time, 5% Contract, and 1% Nights. Highlights an 69% Physical, 5% Hybrid, and 26% Remote job distribution, with an average salary of $47,449 per year, or $22.8 per hour.

Client Relationship Associate

Chicago, IL • On-site

Bartlett Wealth Management
Investment Management and Consulting Services • 51 - 200 employees

$41K - $51K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 5 days ago


Job description

The Client Relationship Associate (CRA) is a member of the client service team and works closely with Wealth Advisors, Financial Planners, clients, and several departments within the firm and plays a critical role in supporting client service, retention, and business growth.
Essential Functions:
  • Act as a point of contact and demonstrate a client-first attitude, addressing client inquiries and concerns.
  • Actively work to meet and anticipate the needs of the Advisors and clients they support.
  • Assist with all facets of new client onboarding process including opening accounts, client portal set up and access, and managing all related account documents between clients, advisors, and investment custodians.
  • Manage client information - regularly update client relationship management (CRM) records by maintaining client profiles, information, and activities, utilize client portal, submit, and follow up on necessary paperwork.
  • Handle all distribution and money movement requests.
  • Serve as a liaison between client, custodian, and Advisors, as well as third parties.
  • Schedule and organize client meetings for Advisors and coordinate presentation and meeting materials with Client Communications Associate
  • Troubleshoot client issues promptly and effectively.
  • Support the preparation of client presentations and other meeting materials.
  • Utilize Bartlett's compliance software to ensure proper recordkeeping.
  • Assist with office administrative duties as needed.

Knowledge, Skills, & Abilities:
  • Collaborate with all internal departments and teams to ensure client needs are met.
  • Adhere to all regulations and policies.
  • Use extreme discretion, maintain confidentiality, and act with the utmost integrity.
  • Work well under pressure and time constraints.
  • Work independently to complete tasks in a timely and efficient manner while maintaining accuracy and attention to detail.
  • Be organized, detailed-oriented, and able to multitask and prioritize workflow in a changing work environment.
  • Communicate effectively with a wide range of people in a professional manner using tact, courtesy, and good judgment, both verbally and written.
  • Be a team player, collaborative, and able to work with and through others.

Requirements
  • Minimum of 3 - 5 years of relevant work experience, preferably in the financial services/investment management industry.
  • Associates or Bachelor's degree in business from an accredited college or university or equivalent experience is preferred.
  • Proficiency with Microsoft applications, including Outlook, Word, and Excel with advanced skills for exporting and merging information into documents and a demonstrated ability to use/learn advanced software, systems, and devices.
  • Experience with CRM software (Practifi/Salesforce experience preferred), portfolio management platforms (Addepar experience preferred), and custodian systems (i.e., Schwab, Fidelity, Pershing).
  • Experience or familiarity with electronic document repositories, e-signature, and PDF applications (i.e., Laserfiche, DocuSign, Adobe/Nitro).
  • Proficiency in business English, composition, spelling, grammar, and punctuation and the demonstrated ability to efficiently compose and prepare correspondence and documents.

Benefits
  • A Top Workplace winning culture built on teamwork, integrity, and diligence.
  • Engaging work environment.
  • Opportunity for professional growth and development.
  • A hybrid work schedule.
  • Competitive salary and eligibility for annual firm profitability/individual performance incentive.
  • Comprehensive benefits package including medical, dental, vision, life, and long-term disability insurance, flexible spending accounts and more.
  • 401(k) plan with match and profit-sharing contribution.
  • Generous paid time off.
  • Paid parental and medical leave.

Bartlett is an Equal Opportunity Employer